Crown Castle (CCI)vsSTAG Industrial Inc (STAG)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
STAG
STAG Industrial Inc
$37.26
+0.68%
REAL ESTATE · Cap: $7.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 388% more annual revenue ($4.21B vs $863.82M). STAG leads profitability with a 28.3% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.50. STAG earns a higher WallStSmart Score of 52/100 (C-).
CCI
Hold49
out of 100
Grade: D+
STAG
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.8%
Fair Value
$66.29
Current Price
$94.49
$28.20 premium
Margin of Safety
+54.8%
Fair Value
$86.85
Current Price
$37.26
$49.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 47.7%
Conservative balance sheet, low leverage
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 37.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -206.7% — below average capital efficiency
Revenue declined 4.8%
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CCI
The strongest argument for CCI centers on Operating Margin, Debt/Equity, Profit Margin. Profitability is solid with margins at 25.1% and operating margin at 47.7%.
Bull Case : STAG
The strongest argument for STAG centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 37.5%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : STAG
The primary concerns for STAG are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while STAG is a mature play — different risk/reward profiles.
STAG carries more volatility with a beta of 0.98 — expect wider price swings.
STAG is growing revenue faster at 9.1% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
STAG scores higher overall (52/100 vs 49/100), backed by strong 28.3% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crown Castle
REAL ESTATE · REIT - SPECIALTY · USA
Crown Castle is a real estate investment trust and provider of shared communications infrastructure in the United States. Its network includes over 40,000 cell towers and nearly 80,000 route miles of fiber supporting small cells and fiber solutions. Headquartered in Houston, Texas, the company has 100 offices nationwide.
Visit Website →STAG Industrial Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.
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